PTC CA CONGRESS OF PARENTS TEACHERS

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1986

Legal Domicile

Principal Officer

Todd Lee

Phone

4159870638

Tax Period

2023-07-01 to 2024-06-30

PTC CA CONGRESS OF PARENTS TEACHERS, founded in 1986, is a small nonprofit that reported $309K in total revenue in fiscal year 2023. Revenue grew 17% year-over-year, indicating healthy expansion. Expenses of $264K left a modest 14% surplus.

Mission

OAKLAND TECHNICAL HIGH SCHOOL PTSA IS A GROUP OF PARENTS, TEACHERS, STAFF AND STUDENTS WHO WORK TO ENHANCE THE LEARNING EXPERIENCE AND SCHOOL CLIMATE FOR OAKLAND TECHNICAL HIGH SCHOOLS 2100 STUDENTS

Program Service Accomplishments

Program 1

Expenses: $150,452

ACADEMIC AND PROGRAM SUPPORT - SUPPORT TEACHERS, ADMINISTRATORS AND STUDENT ORGANIZATIONS BY PROVIDING SUPPLEMENTAL CLASSROOM MATERIALS/EQUIPMENT AND FUND FIELD TRIPS AND EXTRACURRICULAR ACTIVITIES

Program 2

Expenses: $55,649

FACILITIES IMPROVEMENTS - PROVIDE FUNDING FOR FACILITIES IMPROVEMENTS THE RESTORATION OF THE AUDITORIUM AND THE STUDENT CENTER AND OTHER ONGOING PROJECTS INCLUDING THE GARDEN AND LANDSCAPING.

Program 3

Expenses: $8,484

PERFORMING ARTS PROGRAM - ADMINISTER DONATIONS THAT FUND OAKLAND TECHS AWARD WINNING PERFORMING ARTS PROGRAMS IN DRAMA, MUSIC,DANCE AND VISUAL ARTS THAT ARE NOT SUPPORTED BY THE LIMITED SCHOOL...

PERFORMING ARTS PROGRAM - ADMINISTER DONATIONS THAT FUND OAKLAND TECHS AWARD WINNING PERFORMING ARTS PROGRAMS IN DRAMA, MUSIC,DANCE AND VISUAL ARTS THAT ARE NOT SUPPORTED BY THE LIMITED SCHOOL DISTRICT BUDGET.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $190,736

Program Service Revenue $1,101

Investment Income $1,552

Other Revenue $115,251

TOTAL REVENUE $308,640

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $10,956

Program Expenses $214,585

Other Expenses $264,408

TOTAL EXPENSES $264,408

Year-over-Year Comparison

	2023	2022	Change
Revenue	$308,640	$263,446	+0.2%
Expenses	$264,408	$333,693	-0.2%
Net Income	$44,232	$-70,247	-1.6%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

143

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Todd Lee	Treasurer	015.00	Officer Director	$0	$0	$0
Courtney Riley	President	003.00	Officer Director	$0	$0	$0
Chris Lu	VP of Communications	002.00	Officer Director	$0	$0	$0
Abigail Kaster	VP of Membership	002.00	Officer Director	$0	$0	$0
Shelly Cox	VP Development	010.00	Officer Director	$0	$0	$0
Cindy Murphy	Recording Secretary	001.00	Officer Director	$0	$0	$0
Laura Mytels	Financial Secretary	005.00	Officer Director	$0	$0	$0
Steve Wiersema	Historian	005.00	Officer Director	$0	$0	$0
Nadirah Stills	VP of Events	001.00	Officer Director	$0	$0	$0
Dylan Lucks	Student Rep	001.00		$0	$0	$0
Keith Debro	Teacher Rep	001.00		$0	$0	$0
Martel Price	Principal	001.00		$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	$308,640	$264,408	$268,836	$44,232
2023	$263,446	$333,693	$180,849	$-70,247
2022	$292,299	$405,194	$223,629	$-112,895
2021	$214,281	$255,701	$336,524	$-41,420
2020	$371,622	$358,876	$374,841	$12,746
2019	$407,954	$365,780	$362,095	$42,174
2018	$440,992	$381,577	$319,921	$59,415